Email Template - Issue Details To Companies Involved

This template is for sending the Issue details to each Company that is involved.

Default Template

Default Template: Issues.html
Upload Feature Category: Issues


Bookmark Formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

  • Bookmark Name: ProjectNumber
  • Bookmark in HTML Template: {ProjectNumber}

Bookmarks - General Project Information

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax

Bookmarks - Project Bid Date, Plan Room Info, Estimated Dates, and Stakeholders

  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectSalesPersonTitle
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectBidContactTitle
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress
  • ProjectManagerTitle

Bookmarks - Issues - From Company/Contact (Coordinated By)

  • FromPrefix
  • FromFirstName
  • FromMiddleName
  • FromLastName
  • FromSuffix
  • FromContact
  • FromTitle
  • FromMobilePhone
  • FromEmail
  • FromCompanyCode
  • FromCompany
  • FromAddress1
  • FromAddress2
  • FromCity
  • FromState
  • FromZipCode
  • FromCountry
  • FromPhone
  • FromPhone2
  • FromFax
  • FromWebsite
  • FromGovTaxID

Bookmarks - Issues - To Company/Contact (Company Involved)

  • ToPrefix
  • ToFirstName
  • ToMiddleName
  • ToLastName
  • ToSuffix
  • ToContact
  • ToTitle
  • ToMobilePhone
  • ToEmail
  • ToCompanyCode
  • ToCompany
  • ToAddress1
  • ToAddress2
  • ToCity
  • ToState
  • ToZipCode
  • ToCountry
  • ToPhone
  • ToPhone2
  • ToFax
  • ToWebsite
  • ToGovTaxID

Bookmarks - Issues - General Information

  • IssueDate
  • IssueNumber
  • IssueSubject
  • IssueType
  • IssuePriority
  • IssueDescription
  • IssueDueDate

Bookmarks - Issues - Reference Fields

  • IssueRefPrimeContract
  • IssueRefCO
  • IssueRefSubcontract
  • IssueRefSCO
  • IssueRefDrawing
  • IssueRefLocation
  • IssueRefSpecSection
  • IssueRefOther

Bookmarks - Issues - Resolution, Status and Impact

  • IssueResolution
  • IssueStatus
  • IssueTotalImpact

Table - Issue Items

Table Start Tag: {ItemTable}

  • ItemNumber
  • ItemDate
  • ItemDescription
  • ItemTotal (aka Financial Impact)
  • ItemRef